Sector Deep Dives

State of the market of core travel sectors; Sector-specific deep-dives in topics that impact customers and businesses; competitive intelligence analysis of companies

Online Travel

A Deep Dive into Google Travel Part III: Hotel Distribution From East to West

We undertook a unique web scraping exercise of over 20,000 hotels listed on Google Hotels across the U.S., Europe, Asia Pacific and Middle East & Africa in order to understand today’s online hotel distribution landscape.

April 2024
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Airlines

The Opportunity for Long-Haul, Low-Cost Airlines

Despite the setbacks faced by many low-cost carriers (LCCs) around the world in their long-haul operations, LCCs in the United States and Asia have been steadily increasing their capacity on long-haul routes. So far, the results have been positive. With the availability of better aircrafts, a growing middle class and the evolving travel preferences of young travellers, there could be a billion-dollar opportunity waiting for LCCs.

April 2024
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Online Travel

The Past, Present, and Future of Online Travel

The golden era of Booking and Expedia is facing challenges of slowing growth and increased competition, prompting a fierce battle for market share through innovation and expansion efforts amid a changing landscape.

March 2024
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Airlines

The Challenge With Long-Haul, Low-Cost Airlines

The Long Haul Low-Cost business model has proved to be a challenge for airline executives, with very little success and numerous airline fatalities. However, with the evolution of the low-cost airline business model, changes in travel preferences post-pandemic, and advancements in aircraft technology, could we finally see a breakthrough in the last remaining frontier of commercial aviation?

March 2024
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Hospitality

Will Hotel Pricing Strength Continue into 2024?

Goodbye double-digit growth? Hotel prices soared post-pandemic, but with inflation cooling and travel normalizing, 2024 poses the question: can pricing strength hold? We think so: further demand recovery amidst continued supply constraints should see prices rise above inflation.

January 2024
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Airlines

Modern Airline Retailing and the Evolution of Airline Distribution

The noticeable acceleration in the implementation of distribution changes in recent years has placed airlines in a favorable position, granting them greater autonomy over their inventory and reducing their reliance on Travel Management Companies (TMCs) compared to the past. This change in dynamics will prove consequential as more airlines move towards direct distribution.

December 2023
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Online Travel

A Deep Dive into Google Travel Part II: U.S. vs Europe in 20 Charts

The underlying hotel supply in Europe is much less branded than it is in the U.S., meaning a greater reliance on OTAs for bookings. In turn there is a more fragmented online distribution market in Europe, with Google’s introduction of an organic auction providing further opportunity for smaller OTAs and new entrants to gain market share.

November 2023
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Online Travel

A Deep Dive into Google Travel Part I: U.S. Hotel Distribution

In this web scraping exercise of Google Hotels, we consider one of the most interesting questions in the travel industry currently: what role does Google play in the shifting sands of hotel distribution? Google, not one to stay static, is constantly tweaking its hotels platform and we see its latest iteration contributing directly to the democratization of the online travel market and a dis-intermediation of the legacy OTAs in favour of direct bookings.

October 2023
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Airlines

U.S. Heavyweights in 20 Charts: Delta vs United vs American

When comparing Delta, United, and American Airlines, which operate in similar markets with comparable business models and market shares, are there any particular metrics that highlight an edge one airline has over the others? Interestingly, there are.

October 2023
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Airlines

Business Class Recovery: State of Airline Premium Cabin Capacity

Even with reduced capacities, revenues from airline business cabins have surpassed 2019 levels. Its no wonder that airlines executives are hoping for improved corporate travel budgets in 2023, as business cabin yields have continued to improve.

September 2023
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Online Travel

Short-Term Rental OTAs: Airbnb vs Vrbo in 20 Charts

We attempt to tell you everything you'd want to know about the Airbnb - Vrbo rivalry in 20 charts... Sadly we failed, and give you 23 charts instead. As a bonus we sprinkle in some Booking.com analysis too, data permitting.

September 2023
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Hospitality

Battle of the Midscales: Wyndham vs Choice in 20 Charts

Wyndham and Choice are known for their predominantly franchise-based portfolios in the U.S. midscale and economy sectors. As other major brands explore expansion opportunities into midscale and economy hotels, we offer an analysis of the current market leaders, Wyndham and Choice, through a comparison presented in 20 key charts.

August 2023
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